BerganKDV Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $11.7M | Sell |
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2023
Q1 | $10.5M | Buy |
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|
2022
Q4 | $8.61M | Buy |
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|
2022
Q3 | $7.52M | Buy |
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|
2022
Q2 | $7.85M | Buy |
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|
2022
Q1 | $9.51M | Buy |
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|
2021
Q4 | $8.61M | Sell |
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|
2021
Q3 | $7.59M | Sell |
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|
2021
Q2 | $8.67M | Sell |
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|
2021
Q1 | $12.5M | Sell |
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|
2020
Q4 | $14.3M | Sell |
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|
2020
Q3 | $12.6M | Buy |
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|
2020
Q2 | $11.1M | Buy |
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|
2020
Q1 | $8.08M | Buy |
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|
2019
Q4 | $9.23M | Sell |
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|
2019
Q3 | $8.2M | Buy |
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|
2019
Q2 | $7.89M | Buy |
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|
2019
Q1 | $52K | Hold |
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|
2018
Q4 | $43K | Buy |
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